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Vanguard Intermediate-Term Bond ETF shares owned by Balance Wealth

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Vanguard Intermediate-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate-Term Bond ETF held by Balance Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 49k 78.09
2025-06-30 $3.9M 51k 77.34
2025-03-31 $3.9M 51k 76.57

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding Vanguard Intermediate-Term Bond ETF

Wells Fargo & Company
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Morgan Stanley
EP Wealth Advisors
LPL Financial
True Link Financial Advisors
Baird Financial
Ameriprise Financial
United Capital Financial Advisers
Mather Group
Tiaa Trust, National Association
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding Vanguard Intermediate-Term Bond ETF